Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney McKee is a financial advisor with over 9 years of experience in the financial industry. Courtney is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Raymond James Financial Services Advisors, Inc.. Courtney has worked for Raymond James Financial Services, Inc., Agility Wealth Management, and BCW Financial Consultants, LLC.. Courtney holds Series 7 and Series 66 securities licenses and is also registered as an investment advisor representative in Florida, Texas and Wyoming. Courtney has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WY
03/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Casper WY)
BOTH
Issued 04/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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